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FAMILY OFFICES & HIGH NET WORTH FAMILIES TIPS

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How to Implement Change Successfully

June 25, 2019

Employees generally hate change. Whether it’s a merger or restructuring, or a simple change in the color of the office…

Employee or Independent Contractor?

June 4, 2019

An important question small business have is whether someone is an employee or independent contractor. Fortunately, the IRS provides some…

New Rules for Lease Accounting

May 8, 2019

Background: In February 2016, the Financial Accounting Standards Board (FASB) released Accounting Standards Update (ASU) No. 2016-02, Leases (Topic 842)…

4 Big Charitable Tax Breaks for 2021

December 1, 2021

Are you feeling generous? Qualified charitable contributions can be rewarded with sizeable tax breaks during the second calendar year of…

How are traditional IRA withdrawals taxed?

November 2, 2021

When you take withdrawals from your traditional IRA, you probably understand they’re taxable. But what does that really mean? Important:…

Retirement Savings: Are You Currently On Track?

October 4, 2021

Employment disruptions caused by the COVID-19 economic slowdown have scrambled the retirement saving strategies of many Americans. According to a…